Toyota isn’t dying tomorrow, but if they don’t switch to BEVs, they’ll die like Kodak or Xerox. There is no light vehicle hydrogen future.
Tesla is the company that is going to die. The BEV is not going to be the only car in the future, nor will last forever. If anything, it is an outdated idea, and was an overreaction to the 2000s oil shock. Toyota will just make whatever cars people want.
Many of the bans are happening by 2030. In Norway, 83% of new cars are already BEVs. I don't think they will look back, the market will make selling new ICEs in that country at least, impractical.
Hydrogen probably has a future in goods transportation (trucking), but even there they have to compete with a fully electrified rail system that goes to the arctic circle.
Hydrogen will just take over at some point simply because it is the only sustainable idea.
Hydrogen is a horrible idea for personal vehicles: it takes a bunch of new expensive infrastructure to even get going (gas stations, but with compressed hydrogen tanks), it is energy inefficient (a lot of energy lost in compression, keeping it compressed, and then turning it in to electrons). It is just not economically viable when compared to BEVs where the biggest worry is finding a power plug.
It might make sense for trucking given its power to weight density, and the fact that trucks can have huge hydrogen tanks without much consequence.
Attacks on efficiency are anti-hydrogen FUD arguments. They were made up by BEV companies and are almost entirely false. It's important to realize that fuel cells are electrochemical systems just like batteries. FCEVs are also EVs just like BEVs. There is no fundamental downside. The upside however is that you avoid the huge amount of raw materials needed for the batteries. So this will be a far cheaper solution once we hit mass production.
In short, it is pretty much guaranteed that we will eventually switch to hydrogen cars. It is only a question of when and not if.
The BEV companies aren't pushing FUD. They are just choosing the option that they see the most demand from, and can make the most money from. Japan has tried to make hydrogen happen for 20 years now, and it simply isn't going to happen.
Batteries don't require much more raw material than the fancy cyrogenic compressed hydrogen tank and fuel cell you need for a hydrogen car. Those batteries are also than those two things also.
BEVs are over 100 years old. It is just a repeat of an obsolete idea. The moment we get serious about green energy, hydrogen cars will happen.
Hydrogen tanks are literally just tanks. They require very little raw materials compared to batteries. Fuel cells are tiny compared to batteries, and use up about the same level of raw materials as catalytic converters. Everything else is basically the same between FCEVs and BEVs. So you can quickly realize that the FCEV will be the far cheaper of the two ideas.
That is complete nonsense:
> A typical EV would require about 3,857 kilowatt-hours (kWh) of electricity. For 26.4 million EVs, that's over 101 terawatt-hours (TWh) of electricity in a year or about 2.5% of what the U.S. grid produced in 2020. Although it's a small percentage, it's much more than what we're currently asking of the electrical grid.
https://www.evconnect.com/blog/can-the-power-grid-handle-ele...
Let's say we have 100 million cars, that is 10%.
You keep saying hydrogen tanks are literally just tanks. I get it, you don't believe compression is necessary, so no cyrogenic cooling at gas stations (powered by the grid of course), no fancy compression in cars. Is that what you actually believe?
Compression is not that energy intensive. It's more BEV FUD to make this to be a big deal. If done correctly, it is only a few percent loss of energy: https://www.hydrogen.energy.gov/pdfs/9013_energy_requirement...
Also, it is recoverable energy. Compressed gases are energy storage mechanisms in their own right. In the long run, this will be very minor loss of energy.
Will it? Why?
Toyota invented the hybrid drive when the US planned on imposing how CAFE standards years ago, and have barely a half hearted effort to build EVs. Their earlier RAV4 EVs used Tesla drivetrains, for example.
https://www.caranddriver.com/features/g15377976/what-came-be...
https://www.motorbiscuit.com/toyota-once-partnered-with-tesl...